A detailed history of Tobias Financial Advisors, Inc. transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 672 shares of BRK-B stock, worth $308,219. This represents 0.06% of its overall portfolio holdings.

Number of Shares
672
Previous 617 8.91%
Holding current value
$308,219
Previous $250,000 23.6%
% of portfolio
0.06%
Previous 0.06%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$405.19 - $478.57 $22,285 - $26,321
55 Added 8.91%
672 $309,000
Q2 2024

Aug 13, 2024

SELL
$396.73 - $420.24 $83,710 - $88,670
-211 Reduced 25.48%
617 $250,000
Q1 2024

May 02, 2024

BUY
$359.29 - $420.52 $12,575 - $14,718
35 Added 4.41%
828 $348,000
Q4 2023

Feb 14, 2024

BUY
$331.71 - $362.68 $21,561 - $23,574
65 Added 8.93%
793 $282,000
Q2 2023

Aug 03, 2023

SELL
$309.07 - $341.0 $21,634 - $23,870
-70 Reduced 8.77%
728 $248,000
Q4 2022

Feb 13, 2023

BUY
$264.0 - $318.6 $1,848 - $2,230
7 Added 0.88%
798 $246,000
Q3 2022

Nov 14, 2022

SELL
$264.32 - $306.65 $5,022 - $5,826
-19 Reduced 2.35%
791 $211,000
Q2 2022

Aug 12, 2022

BUY
$267.52 - $353.1 $216,691 - $286,011
810 New
810 $221,000
Q1 2022

May 09, 2022

SELL
$300.79 - $359.57 $15.3 Million - $18.3 Million
-50,953 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$273.64 - $300.17 $13.9 Million - $15.3 Million
50,953 New
50,953 $15.2 Million
Q1 2020

May 13, 2020

SELL
$162.13 - $230.2 $48,314 - $68,599
-298 Closed
0 $0
Q4 2019

Feb 04, 2020

BUY
$203.1 - $227.05 $60,523 - $67,660
298 New
298 $67,000

Others Institutions Holding BRK-B

About BERKSHIRE HATHAWAY INC - Class B


  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $597B
More about BRK-B
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